reports
BT Group: 1 director
A director at BT Group bought 53,270 shares at 133p and the significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing C...
- Research Department
INFORME DIARIO 20 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, IBERDROLA, TALGO, TELEFÓNICA. EUROPA: ASML. Buena semana para la periferia europea y EE.UU. Semana de avances de hasta el +2,0% en la periferia europea y de nuevos máximos anuales en el S&P 500, beneficiadas por la decepción en los datos macro y el recorte en la rentabilidad de la deuda. Dentro del STOXX 600, lideraron las ganancias semanales los sectores Telecos e Inmobiliario (c. +3,0%) mientras que Energía y Viajes&Ocio terminaron con l...
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: Walmart 1Q24/25 results. Azelis: Share placement by EQT and PSP. Belgian telcos: Digi mobile prices to be well below competition, targets 10% mkt share. EVS: Slow start, sales guidance held on strong pipeline, EBIT guidance below consensus. Exmar: Stable start to the year. Prosus: Fabricio Bloisi (CEO iFood) appointed as group CEO. Sif Group: 1Q24 pretty much in line, timing shifts a bit
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- ING Helpdesk
Benelux Morning Notes
AEGON: 1Q24, new unexpected SBB, underlying OCG better, strong ratios across. Belgian telecoms: Digi to start with mobile. CFE: Preview - forecasting revenue numbers… D'Ieteren: Belron US peer Boyd 1Q24 below consensus, warns on 2Q24 growth. Econocom: Joins consortium formed by Onepoint and Butler Industries to acquire Atos. KBC: 1Q24 better across, special dividend, capital distribution pushed back to 1H25. Syensqo: 1Q24 a touch better, positive earnings momentum confirmed. Umicore:...
- Carole Braudeau
- ING Helpdesk
Benelux Morning Notes
Aalberts: Preview - steady in difficult markets. ABN AMRO: 1Q24 overshadowed by weaker capital, even if a strong set. AEGON: 1Q24 Preview (trading update). Alfen: Preview - clarity on one-off Pacto costs crucial. B&S Group: Bolt-on acquisition in Personal Care. Belgian telcos: BIPT notes that fibre cooperation negotiations not ready by 15 May. EVS: 1Q24 preview. Euronext: Another record, with Beats by Boujnah. Montea: €12m acquisition in the Port of Ghent. Staffing: Dutch Perio...
PROX PROXIMUS SA DE DROIT PUBLIC
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
EVS EVS BROADCAST EQUIPMENT SA
RAND RANDSTAD NV
MONT MONTEA SCA
AALB AALBERTS N.V.
BRNL BRUNEL INTERNATIONAL N.V.
TWEKA TKH GROUP N.V. CERT
OBEL ORANGE BELGIUM SA
BSGR B&S GROUP S.A.
ALFEN ALFEN NV
AGN AEGON N.V.
- Carole Braudeau
- Stephane Beyazian
- Stephane Beyazian
- Stephane Beyazian
Vodafone : A new Vodafone for 2025 but still under pressure in Germany
>2025 targets pro forma for disposals stable versus 2024 - For FY 2025, Vodafone aims for pro forma adjusted EBITDAaL of € 11bn (in line with the consensus at € 10.8bn) and pro forma adjusted FCF of at least € 2.4bn (in line with the consensus forecast of € 2.35bn). These pro forma targets are broadly stable from one year to the next and are adjusted for the sale of Vodafone Italy, Vodafone Spain and forex impacts. The priorities for 2025 are as expected: strateg...
- Carole Braudeau
Morning Crédit 14/05/2024
Iliad abonde les obligations Iliad Holding 2031 à hauteur de 150 m EUR et 200 m USD Grifols : S&P confirme le rating corporate B avec une perspective stable (vs. B/cw negative) Delivery Hero : cession de foodpanda à Uber pour 950 m USD + augmentation de capital réservée de 300 m USD>...
- Stephane Beyazian
Vodafone : Un nouveau Vodafone pour 2025 mais toujours sous pression e...
>Des objectifs 2025 pro forma des cessions stables versus 2024 - Pour l'exercice 2025, Vodafone vise un EBITDAaL ajusté pro forma de 11 Md€ (en ligne avec un consensus de 10,8 Md€) et un FCF ajusté pro forma d’au moins 2,4 Md€ (en ligne avec un consensus de 2,35 Md€). Ces objectifs pro forma sont globalement stables d'une année sur l'autre et sont ajustés de la vente de Vodafone Italie, de Vodafone Espagne et des impact Forex. Les priorités pour 2025 sont sans su...
- Chris Hoare
Vodacom (Neutral, TP: ZAR130, +42%) Q4 24: Mixed; Good top line and E...
Vodacom reported a mixed set of results. Service revenue and EBITDA trends were good and came in 2% ahead and 0.4% ahead of consensus respectively. The beat was mainly driven by Egypt, which posted strong trends this quarter. SA and International saw a deceleration in trends. HEPS and DPS came in 10% and 16% below consensus (on an half yearly basis) respectively, and DPS was 12% lower vs. FY23.
- ING Helpdesk
- Kris Kippers
Proximus - Rumours interest in Syniverse seems overdone
US telco services provider Syniverse is put up for sale and Proximus is rumoured to be looking at the file carrying a price tag of EUR 1.4-1.9bnAlthough we do see the potential synergies given Proximus' presence in such services with Telesign, BICS and Route Mobile, it seems too far fetchedIn the coming weeks, we expect positive newsflow from collaboration on fiber in Belgium and a mini-CMD on Route MobileAll in all, we stick to our BUY rating and DCF-derived TP of EUR 11.0 per share. Proxi...
- Kris Kippers
Abbott Laboratories: 1 director
A director at Abbott Laboratories sold 22,852 shares at 106.254USD and the significance rating of the trade was 76/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
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